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Institutional Consulting Solutions

Mission-aligned Solutions for a Multitude of Organizations
Beacon Pointe is an independent advisory firm dedicated to providing thoughtful investment guidance and comprehensive consulting services to a diverse institutional clientele.
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Industury Recoginition

Award-Winning Excellence

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Barron’s

Top 100 Institutional Consulting Teams
2026
Important Disclosure: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor or by any client, nor are they representative of any one client’s evaluation. No fee was paid for consideration of this award. For additional information about industry awards and rankings, please visit our Important Disclosures page.

An Elevated Service Experience

Mission-aligned Solutions

Beacon Pointe’s Institutional Consulting Group emphasizes the importance of mission-focused process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.

Insurance Companies

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Non-Profits and Foundations

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Outsourced CIO Services for Institutions

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Retirement Plans

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A Dedication to Service

Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele. As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice by intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and making decisions in the best interest of clients.

Examine

  • Understand strategic mission
  • Outline fund objectives
  • Define risk tolerance

Establish

  • Define fiduciary guidelines
  • Create optimal investment structure
  • Launch investment program

Execute

  • Implement investment processes and procedures
  • Monitor risk management
  • Ongoing proactive advice

mission-focused advice

Solutions Designed for Every Organization

Discretionary Services

  • Access to Beacon Pointe’s Investment Committee’s expertise.
  • Fiduciary responsibility under the Investment Policy Statement.
  • Streamlined administrative tasks courtesy of the Beacon Pointe Operations Team.

Non-Discretionary Services

  • Access to Beacon Pointe’s Investment Committee’s expertise.
  • Client makes all final investment decisions.
  • Client is responsible for all administrative responsibilities, duties and tasks.

Hybrid Service

While Beacon Pointe consultants work with most clients in a discretionary (Outsourced CIO) advisory capacity, we also offer a hybrid of our services. The service model utilized is entirely dependent upon the level of involvement staff and committee members find ideal, the committee’s preferred decision-making structure and investment knowledge, as well as the availability of staff and resources.

Discover the Optimal Solution for Your Organization

Research-Powered Portfolios

Alternative Investments and Values-Based Investing

Beacon Pointe Advisors has a robust arsenal of both Alternative Investments and Values-Based Investing offerings. Our Investment Research Department and institutional consultants are dedicated to understanding the goals, values, and missions of each organization. These needs and values are as varied and unique as the clients we serve. Our Institutional Consulting Group has experience in these areas and is well-equipped to assist institutional clientele with aligning mission-driven purposes to create customized investment portfolios to help achieve these mission-related goals.

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Connect with Our Institutional Consulting Group

We are here to serve, guiding your organization to achieve its desired investment goals and objectives.  If you are looking for a trusted partner, please contact us.

Insights & Updates

Important Disclosure: Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Past performance is not an indication of future performance. All investments involve risk and unless otherwise stated are not guaranteed.

Frequently Asked Questions

What is institutional investment consulting?

Institutional investment consulting provides organizations with independent investment advice, strategic guidance, and fiduciary support to help them achieve their long-term financial objectives.

What organizations benefit from institutional consulting services?

Beacon Pointe provides institutional consulting services to a wide range of mission-driven organizations, including private and community foundations, nonprofit organizations, endowments, educational institutions, religious and faith-based organizations, healthcare organizations, arts and cultural organizations, corporations, and associations. Our consulting solutions are tailored to each organization’s mission, governance structure, and long-term investment objectives.

What is the difference between discretionary and non-discretionary investment consulting?

In a discretionary investment consulting relationship, the consultant has the authority to implement investment decisions on behalf of the organization within the guidelines established by the Investment Policy Statement (IPS). In a non-discretionary relationship, the consultant provides investment advice and recommendations, while the investment committee or governing board retains final decision-making authority. Some organizations also choose a hybrid approach that combines elements of both models.

What is an Investment Policy Statement (IPS), and why is it important?

An Investment Policy Statement (IPS) provides a framework for an organization’s investment program by defining objectives, risk tolerance, asset allocation, governance responsibilities, and spending guidelines. It helps guide consistent decision-making, supports fiduciary oversight, and serves as the foundation for ongoing portfolio management and monitoring.